BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Blue Bell Executive Campus
470 Norristown Road, Suite 305
Blue Bell, Pennsylvania 19422-2322
Tel: 610-825-3540

About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 02/28/2005. They have over 4 offices throughout the country.

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $670,698,240 assets under management, offering retirement planning & investment advisory services to 1906 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134184
SEC#	801-64005
Assets Managed by Firm	$670,698,240
No. of Clients	1906
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1906	$670,698,240
Individuals (other than high net worth individuals)	541	$141,931,760
High net worth individuals	193	$526,261,701
Charitable organizations	Fewer than 5 clients	$1,028,464
Corporations or other businesses	5	$1,476,315

More Retirement Planning firms in Blue Bell, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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